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Maximize efficiency by using the input drawer to review flagged items, import documents, view or edit the organizer, and track your clients' Link activity — all without leaving the tax return.

How to flag items for review

Flagged items are specific input fields marked as needing review. You can track missing data or estimated amounts by flagging the appropriate input fields.

  1. Go to the Input Return tab.
  2. Go to the input field you need to flag.
  3. Place your mouse over (or click inside of) the field. A flag button will appear to the right.
    • Sometimes a more button will appear, which looks like three dots. Select more to see the Flag item option.
  4. Click the flag button or the Flag item option.

The flagged field will be highlighted in orange on your input screen, and the missing information added to a list of flagged items for the return.

To view and resolve previously flagged items

  1. Select the flag button to the right, on the edge of your window.
    • The button will have an orange badge showing the total number of items currently flagged in the return.
  2. A flagged items list will appear.
  3. Select the name of an item to jump to its input in the return, or select Resolve to show it's completed and remove the flag.
  4. Items can also be resolved on the input screen by simply clicking the flag button again.

Adding and editing the Link organizer

Import your client's source documents directly into the return using Intuit Link.